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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Thomas Fenelon is a financial advisor with over 30 years of experience in the industry. Brian has worked for a number of well-known firms including Paine Webber Incorporated, Lehman Brothers Inc, Citigroup Global Markets Inc and Morgan Stanley. Brian is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian's experience includes working with high-net-worth individuals, corporations, insurance companies, pension plans, charitable organizations, and state and municipal governments. Brian holds the Series 7, Series 31, Series 63, and Series 65 licenses. Brian has also passed the SIE Exam. Brian is an experienced financial advisor who provides a variety of services to his clients including investment management, financial planning, and pension consulting. Brian is also an active member of the community and has been involved with the Mississippi Museum of Art for over 4 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
02/14/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIDGELAND MS)
MS
06/01/2009 - 02/26/2014
MORGAN STANLEY (JACKSON MS)
MS
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSON MS)
NY
12/11/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
04/24/1984 - 01/02/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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